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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Lakeland Investor Services, Inc. (swap one in):+ Wood J D & Co $19.9M+ Liberty Advisers Inc. $19.9M+ Lemuel James Financial $18M+ Worthynest LLC $18M
Scottsdale, AZ
Assets under management$19M$19.9M$20M
Asset growth, last 2 years––+1,395%
Advisory staff116
Individual clients6115–
Assets per client$311K$1.3M–
Clients per advisor6115–
Main custodian––Schwab
Filing with the SEC since202620262022
Tools in their stack4–1
People on Advicer.bio116

From each firm's latest Form ADV (Sep 2026, Jun 2026, May 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolLakeland Investor Services, Inc.OptifolioTaylor Frigon Family Office, LLC
Client File Sharing
ShareFileUses it––
Custodial Platform
Charles SchwabUses it––
Digital Marketing
Snappy KrakenUses it––
Financial Planning
RightCapital (Right Capital)Uses it––
Website Builders
Wix––Uses it

Custodians on Form ADV: Lakeland Investor Services, Inc.: none listed · Optifolio: none listed · Taylor Frigon Family Office, LLC: Schwab